Evelyn V. Moreno’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Evelyn V. Moreno’s Portfolio SMFG Stock Details SMFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-11,577	Closed	-$64K	–	166
2022 Q3	$64K	Hold	11,577	–	–	0.03%	139
2022 Q2	$68K	Hold	11,577	–	–	0.02%	155
2022 Q1	$73K	Buy	+11,577	New	+$82.5K	0.01%	106

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

CIM

Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

Evelyn V. Moreno's SMFG Position: Q4 2022 in Review

Evelyn V. Moreno sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q4 2022, closing a stake of 11,577 shares — an estimated $64K sold.

Evelyn V. Moreno first reported a position in SMFG in Q1 2022 and held it in 3 quarters. The position peaked at $73K in Q1 2022. 257 funds tracked by Wall St. Rank hold SMFG as of Q4 2022.

Evelyn V. Moreno reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q4 2022 after selling out during the quarter.
Evelyn V. Moreno sold 11,577 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q4 2022, an estimated $64K.
Evelyn V. Moreno first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2022 and held it in 3 quarters.
Evelyn V. Moreno's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $73K in Q1 2022.
257 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q4 2022.

Based on Evelyn V. Moreno's 13F filing for Q4 2022, filed 9 Feb 2023.